Rethinking Emerging Markets Hard Currency (Nuveen)
Conventional thinking for emerging markets hard currency exposure is to manage sovereign bonds and corporate bonds…
Emerging Markets Outlook
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A View from China on the U.S. Trade Competition (PGIM Fixed Income)
Amid a highly dynamic geopolitical situation, the following frames PGIM Fixed Income's view of the U.S./China…
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What Does the Sino-U.S. Trade War Détente Mean for Markets? (BNP Paribas AM)
China and the U.S. have reached a preliminary agreement on a trade negotiation framework that looks more likely to…
Bond Market Insights June 2025 (Invesco)
A potential decline in the U.S. dollar and capital outflows from the U.S. should support the EM local debt asset…
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Top Papers: The best insights from June
Here you can find some of the best pieces of financial and economic research
Insights you might have missed last week
Tokenization, U.S. debt, and the anti-ESG backlash
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Insights you might have missed last week
AI (again!), 10 challenges for China, and antimicrobial resistance
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